by Christine | Aug 29, 2014 | Asset Protection, Estate Plan, Estate Planning, Retirement Planning, Tax Planning |
Now is the time to adopt financial habits that determine a successful retirement, even if you’re still in your 20s. (Note: Parents, here is a great article to share with your twenty-something adult children!) If you are a twenty-something, you have plenty of...
by Christine | Aug 22, 2014 | Uncategorized |
His Will was written before the birth of his last two children and never updated; thus, his estate plan is completely silent about his wishes for them. The actor's death also highlights the effect that marriage can have on an estate plan. It seems that once a...
by Christine | Aug 21, 2014 | Estate Planning, Inheritance, Probate, Tax Planning |
No one wants to leave their heirs with a mess to sort out or fight over. Here's a look at the top six things to remember when you're estate planning for a blended family. If you are remarried, how does the new marriage affect your estate planning? There are...
by Christine | Aug 20, 2014 | Estate Planning, Inheritance, Wills |
Your first step? Take stock of all your assets. These include your investments, retirement accounts, insurance policies, real estate and any business interests. According to CNN Money's "Identifying your assets" (i.e., part of its Money Essentials...
by Christine | Aug 19, 2014 | Elder Law, Medi-Cal, Medicare, Retirement Planning, Tax Planning |
The best time to discuss finances with your parents is when they are competent, self-sufficient adults. Planning ahead and seeking out the appropriate professional financial assistance on their behalf can help ensure your parents enter their golden years in the most...
